-20.1%
NVDL vs UAL
+22.8%
-42.9%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | +8.0% | -14.1% | -9.2% |
| 7D | -14.0% | +11.9% | -25.9% | -18.2% |
| 30D | -31.2% | +5.2% | -36.4% | -32.8% |
| 3M | -15.5% | -12.7% | -2.8% | -11.3% |
| 6M | -10.3% | +28.5% | -38.8% | -20.7% |
| YTD | -5.8% | +3.5% | -9.3% | -11.4% |
| 1Y | -20.1% | +27.5% | -47.6% | -26.2% |
| All | -20.1% | +22.8% | -42.9% | -26.2% |
Cumulative growth
Daily Returns
Daily percentage return beside UAL.
Daily Out/Under-Performance
Portfolio return minus UAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UAL return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded UAL wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling